Marketplace All-in-One Can software companies survive the AI boom?
Feb 18, 2026
Daniel Newman, CEO of The Futurum Group and technology analyst, discusses how AI agents are reshaping traditional SaaS. He explains vibe coding and which software categories face the most risk. He explores shifts from per-user pricing to consumption or outcome-based models. He outlines strategies for software firms to adapt and survive in an AI-driven market.
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AI Prototypes Fast But Backends Matter
- AI can prototype apps quickly by generating interfaces and code from plain-language prompts.
- But enterprises face backend, security, compliance, and data-access barriers that limit full replacement of SaaS.
The Vibe Code Example
- Dan Newman describes "vibe coding" where users show an interface or describe data points and the AI generates a prototype.
- He notes that the prototype omits crucial elements like databases, governance, APIs, and security.
Project Management Tools Are Vulnerable
- Simple SaaS categories like project management are most exposed to AI replacement in the short term.
- These tools often lack proprietary data and complex compliance, making them easier to replicate with AI.